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566 hedge funds and large institutions have $17.9B invested in Sempra in 2015 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 183 increasing their positions, 210 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $38M | Put options by funds: $16.9M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

10% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 50

1.48% more ownership

Funds ownership: 145.01%146.49% (+1.5%)

1% less funds holding

Funds holding: 571566 (-5)

8% less capital invested

Capital invested by funds: $19.5B → $17.9B (-$1.56B)

13% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 210

Holders
566
Holders Change
-5
Holders Change %
-0.88%
% of All Funds
15.25%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.38%
New
55
Increased
183
Reduced
210
Closed
50
Calls
$38M
Puts
$16.9M
Net Calls
+$21.1M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
501
Roble Belko & Company
Pennsylvania
$68K
N
502
Nuveen
North Carolina
$67.4K +$46.2M +873,304 +179%
HCM
503
Highlander Capital Management
New Jersey
$66K
QCG
504
Quadrant Capital Group
Ohio
$65K +$71.2K +1,346 New
EMA
505
Efficient Market Advisors
California
$64K
WA
506
WFG Advisors
Texas
$64K +$53.8K +1,016 +376%
EWM
507
Evercore Wealth Management
New York
$61K -$486K -9,172 -88%
FNBT
508
FineMark National Bank & Trust
Florida
$59K
NFG
509
Next Financial Group
Texas
$58K
AIM
510
Advantage Investment Management
Iowa
$55K
JIC
511
Joel Isaacson & Co
New York
$52K -$52.7K -996 -49%
WEC
512
Winslow Evans & Crocker
Massachusetts
$47.9K
Parallax Volatility Advisers
513
Parallax Volatility Advisers
California
$47K +$50.5K +954 New
FAM
514
Formidable Asset Management
Ohio
$37K
SHJ
515
Sharkey, Howes & Javer
Colorado
$36K
HDIM
516
Hanson & Doremus Investment Management
Vermont
$35K
IMS
517
Index Management Solutions
Pennsylvania
$35K +$11.5K +218 +45%
PSUF
518
People's United Financial
Connecticut
$33K
SFPIA
519
Stevens First Principles Investment Advisors
California
$30K
BBHC
520
Brown Brothers Harriman & Co
New York
$30K +$3.49K +66 +12%
AWM
521
AllSquare Wealth Management
New York
$30K +$31.8K +600 New
WIC
522
Woodmont Investment Counsel
Tennessee
$30K +$31.8K +600 New
VIA
523
Vident Investment Advisory
Georgia
$26K +$27.9K +528 New
PR
524
Payden & Rygel
California
$25K
ASN
525
Advisory Services Network
Georgia
$24K -$86.1K -1,626 -77%

SRE Hedge Fund Activity: Q2 2015 in Review

566 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Sempra (SRE) for Q2 2015, worth a combined $17.9B — down 8% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SRE positions and 50 closed out — a net gain of 5 holders — while 183 added to existing stakes and 210 trimmed.

The largest buyer was Highfields Capital Management, opening a new position worth an estimated $147M. The largest seller was Capital Research Global Investors, cutting an estimated $233M.

  • 566 institutional investors held Sempra (SRE) as of Q2 2015, down from 571 in Q1 2015.
  • Funds reported $17.9B of Sempra stock for Q2 2015, down 8% quarter-over-quarter.
  • 55 funds opened new Sempra positions in Q2 2015 and 50 closed out, a net change of +5 holders.
  • The largest Sempra buyer in Q2 2015 was Highfields Capital Management, an estimated $147M added.
  • The largest Sempra seller in Q2 2015 was Capital Research Global Investors, an estimated $233M sold.

Based on aggregated 13F filings for Q2 2015.